HFS
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Hughes Financial Services’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Hughes Financial Services’s Portfolio MTUM Stock Details MTUM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-9
Closed -$1.83K – 1167
2025
Q1 		$1.83K Buy
+9
New +$1.92K ﹤0.01% 590

Other funds holding MTUM

Envestnet Asset Management
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Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Hughes Financial Services's MTUM Position: Q2 2025 in Review

Hughes Financial Services sold out of iShares MSCI USA Momentum Factor ETF (MTUM) in Q2 2025, closing a stake of 9 shares — an estimated $1.83K sold.

Hughes Financial Services first reported a position in MTUM in Q1 2025 and held it in 1 quarter. The position peaked at $1.83K in Q1 2025. 955 funds tracked by Wall St. Rank hold MTUM as of Q2 2025.

  • Hughes Financial Services reported no remaining iShares MSCI USA Momentum Factor ETF position as of Q2 2025 after selling out during the quarter.
  • Hughes Financial Services sold 9 iShares MSCI USA Momentum Factor ETF shares in Q2 2025, an estimated $1.83K.
  • Hughes Financial Services first reported a position in iShares MSCI USA Momentum Factor ETF in Q1 2025 and held it in 1 quarter.
  • Hughes Financial Services's iShares MSCI USA Momentum Factor ETF position peaked at $1.83K in Q1 2025.
  • 955 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2025.

Based on Hughes Financial Services's 13F filing for Q2 2025, filed 7 Aug 2025.